Wealth Management Advisor Jobs in New Haven, CT

Champion revenue growth by leading a team focused on property and casualty insurance sales. Develop strategies, ensure compliance, and drive client satisfaction to surpass targets in a competitive fin...

Unlock potential by joining a dynamic team to lead institutional property valuations. Leverage your expertise in analytics and appraisal to support senior leadership in providing timely and precise va...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Transform client relationships by overseeing account management, ensuring exceptional service, growth strategies, and expert guidance. Collaborate with teams to meet client needs, enhance retention, a...

Shape the future of compliance by leading regulatory initiatives in AML and KYC, ensuring adherence to laws across various iCapital jurisdictions while collaborating with senior compliance officials a...

Unlock potential by leading derivative trade execution and analysis. Collaborate across teams to manage complex portfolios and develop innovative tools in a fast-paced environment, while enhancing ris...

Join a team that's driving complex legal strategies for nuanced M&A transactions. As a VP, Transaction Counsel, you'll provide expert guidance on acquisitions and reinsurance deals while fostering col...

Accelerate global regulatory examination management by leading oversight, coordination, and execution of supervisory reviews across jurisdictions, ensuring proactive engagement and alignment with inte...

Elevate your career by empowering individuals to achieve successful retirements through impactful financial guidance. Engage with public employees in New England and western New York, conducting dynam...

Lead the charge in driving regional growth through effective team management, advisor engagement, and strategic sales execution. Foster advisor relationships, ensuring satisfaction and retention while...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Shape growth by cultivating executive relationships and architecting tailored advisory solutions that drive transformational change for clients across diverse sectors, leveraging your expertise in com...

Join a team that's committed to driving transformation through strategic executive relationships, innovative solutions, and proactive market engagement, focusing on delivering measurable results for c...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Lead financial due diligence engagements, manage client relationships, mentor team members, and contribute to practice growth. Act as a trusted advisor in high-stakes transactions across diverse indus...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Lead operational excellence by managing support staff, addressing client issues, and implementing policies. Collaborate with teams to oversee account maintenance and ensure compliance while fostering...

Champion risk management excellence by overseeing operational risks and controls across Wealth Management Platforms. Ensure compliance with regulations and enhance business processes through effective...

Analyze client data to enhance sales support for Treasury Solutions. This role focuses on creating proposals, reviewing metrics, and identifying growth strategies, ultimately contributing to successfu...

Drive strategic growth by developing business opportunities and leading a team. Collaborate with partners and cross-functional teams to enhance client offerings, ensuring alignment with organizational...

Join our dynamic team as a Senior IT Risk Manager, overseeing IT risk management across technology layers. Collaborate with stakeholders to identify, assess, and mitigate risks, especially in AI, whil...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Transform client relationships in the Emerging Middle Market by providing strategic financial advice, fostering innovation, and enhancing collaboration to develop profitable connections with businesse...

Engage to lead and develop a high-performing Workday HCM AMS team, balancing hands-on configuration and strategic management to drive system improvements and enhance stakeholder collaboration for orga...